China Petroleum & Chemical Corp (Sinopec) — Materials(600028.SS)
HQ CN
manufactured · input
Large-Tow Carbon Fiber (48K, Aerospace/Defense Grade)
PAN-precursor carbon fiber in 48,000-filament tow for structural applications. Critical input for missile airframes, UAV fuselages, satellite structures, rocket motor casings, and wind turbine blades. Historically produced only by Toray (Japan), Hexcel (US), and SGL (Germany). China was 100% import-dependent until Sinopec's 2022-2024 buildout.
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1 company produce large-tow carbon fiber (48k, aerospace/defense grade).